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Senior Relationship Strategist - PNC Private Bank

Senior Relationship Strategist - PNC Private Bank

PNCWashington, DC, United States
3 days ago
Job type
  • Full-time
Job description

Senior Relationship Strategist – PNC Private Bank

Position ID : R204843

Job Overview

As a Senior Relationship Strategist within the PNC Private Bank organization, you will be based in Washington, DC. PNC views its people as the greatest differentiator and competitive advantage. We foster an inclusive workplace culture where all employees are respected, valued, and have opportunities to contribute. The role focuses on delivering an exceptional client experience, developing and executing relationship management plans, and growing a book of business through client expansion and new client acquisition.

Core Responsibilities

  • Leads client management activities with clients and prospective clients, responsible for developing and executing a relationship management plan to acquire and retain clients.
  • Coordinates with the team to determine action plans through a thorough discovery of client needs, consistently reviewing needs assessments and managing a book of business.
  • Owns communication and contact with existing clients to ensure expansion opportunities are captured, while proactively sourcing new relationships for the bank.
  • Manages risk through appropriate client selection, ensures service delivery aligns with fees, and works with risk partners for quick resolution of concerns.
  • Maintains timely, accurate, and complete sales / client relationship management administration tasks, runs pre‑call planning, post‑call debriefs, and relationship reviews.
  • May train, coach, or mentor other team members and participate in special projects to strengthen overall business.

Desired Qualities

  • Customer Focused – Leverages knowledge of customer needs and satisfaction to create customized solutions.
  • Managing Risk – Assesses and manages all risks associated with business objectives, ensuring adherence to the Enterprise Risk Management Framework.
  • Qualifications

    Preferred Skills : Book of Business, Client Relationship Building, Customer Engagement, Decision Making, Financial Analysis, Identifying Sales Opportunities

    Competencies : Client Relationship Management, Communicating for Impact, Decision Making and Critical Thinking, Influencing, Managing Multiple Priorities, Products and Services, Understanding Customer Needs, Value Selling

    Work Experience : 8+ years of industry‑relevant experience. A bachelor's degree is required; a master's, PhD, or professional certifications are desirable. In lieu of a degree, a comparable combination of education, certification, and experience may be considered.

    Education : Bachelors

    Certifications : None required

    Licenses : None required

    Pay Transparency

    Base Salary : $104,000.00 – $209,300.00. Incentive is available based on company, business, and / or individual performance.

    Application Window

    Postings are expected to be open for two business days from 11 / 06 / 2025, with possible longer duration at manager discretion.

    Benefits

    PNC offers comprehensive benefits : medical / prescription drug coverage (including HSA), dental and vision, life insurance, disability protection, 401(k) with match, pension and stock purchase plans, dependent care reimbursement, child / elder care backup, adoption, surrogacy, doula reimbursement, educational assistance, wellness program, and paid time off (maternity / parental leave, holidays, occasional absence days, vacation). For details, visit Your PNC Total Rewards .

    Disability Accommodations Statement

    If an accommodation is required, contact AccommodationRequest@pnc.com or call 877‑968‑7762 (say "Workday"). All information is confidential and used only to provide accommodations.

    Equal Employment Opportunity (EEO)

    PNC provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or other protected categories.

    This position is subject to Section 19 of the FDIA, the SAFE Act, and / or FINRA regulations.

    California Residents

    Refer to the California Consumer Privacy Act Privacy Notice to understand how PNC may use or disclose your personal information in hiring practices.

    Employment Details

    Seniority level : Not applicable

    Employment type : Full‑time

    Job function : Finance

    Referral Information

    Referrals increase your chance of interviewing at PNC by 2x.

    Location Details

    Washington, DC

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    Senior Strategist • Washington, DC, United States

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